Tuesday, July 7

Account

Portfolio
Panel Provider · Quant Survey

Helix Panel Co.

JRJordan Reeve
Stable
MomentumStable; within 4% of 90-day average
High ValueMaturePower User
AI synthesis
AIAccount snapshot

Helix is a reliable, mature account pacing within 4% of its 90-day average. Q3 renewal is qualified and on schedule. Dana's team is consistent and satisfied; the only open thread is a low-priority export scheduling UI request. Recommend scheduling QBR prep for early May and preparing a CPI-improvement narrative — their CPI is tracking favorably and would make a strong anchor for renewal.

Momentum
Trailing 90 days
Stable; within 4% of 90-day average
-2% (30d) · +1% (60d) · -4% (90d)
1 scheduled
Upcoming calls
  • Helix Panel — QBR Prep
    Wed, Jul 8 · 11:00 AM
2 open
Action items
  • Schedule QBR prep meeting for first week of May.
  • Demo the new panel automation features to Roman before renewal.AI
1 open
Support chat cases
  • Weekly export scheduling UI
    Opened Apr 9
    Low
1 outstanding
Invoicing
  • HX-2026-087
    Due Apr 30
    $50,800outstanding